Contrahour

It's always darkest before it turns pitch black.

[Contrahour @Contrahour]

Everything You Know About Money Is Wrong: Don’t Sell Montana! https://t.co/fVmy9G99Ww

[Contrahour @Contrahour]

Excellent dive into the SpaceX IPO documents
https://t.co/oYAcaTVAxY

[The Kobeissi Letter @KobeissiLetter]

Defensive stocks have never been this disliked:

The healthcare sector now accounts for just 8.3% of the S&P 500’s market cap, the lowest percentage since 1994.

Their weight has fallen by -50% since the 2022 bear market.

By comparison, healthcare represented ~9.0% of the index’s value at the 2000 Dot-Com Bubble peak.

Furthermore, consumer staples, healthcare, and utilities collectively now account for just ~15% of the S&P 500’s market cap, the lowest since at least the 1970s.

Their weighting has dropped -12 percentage points since 2022, marking an even bigger drop than during the Dot-Com run.

Tech stocks have never been bigger.

[Contrahour @Contrahour]

https://t.co/gKu9axb9UW

[Contrahour @Contrahour]

The first good crypto use case that I have seen. Let's buy Spirit Airlines. I just pledged to help build Spirit 2.0 — a people-owned airline. One member, one vote. Join us.

https://t.co/XW2KAGdXs6

[Contrahour @Contrahour]

@VolSignals James, dude, let Vols speak. We get it. He's rich.

[Contrahour @Contrahour]

The consequences will be staggering, by @SteveSchmidtSES https://t.co/XmC5i7nsZC

[Contrahour @Contrahour]

High tariffs are deflationary, not inflationary, because they bring the economy to a screeching halt while everyone tries to figure out what's going on.

[derek guy @dieworkwear]

Clothing prices if Trump imposes a 25% tariff on all Mexican imports

— Levi's jeans: $79.50 ➡️ $99.38
— Patagonia hoodie: $89➡️ $111.25
— Tecovas cowboy boots: $345➡️ $431.25
— RRL Halkirk jacket: $790➡️ $987.50

Nike, Hickey Freeman, and New Balance also produce in Mexico

[Contrahour @Contrahour]

🤣

[derek guy @dieworkwear]

How to dress for the civil war (aka how to style cool military items). 🧵

[Contrahour @Contrahour]

Checking in on Trump's rally last night... https://t.co/NO79pJDp60

[Contrahour @Contrahour]

@CharlesPPierce @NormOrnstein Perfect call

https://t.co/eZYJVe6m8s

[Contrahour @Contrahour]

Raising children has been by far the most difficult thing we've ever done. It's expensive, infuriating, and often demoralizing. I love my kids more than anything, but to say it's a tragedy not having kids is silly. It's a good decision in a lot of cases.

[Contrahour @Contrahour]

Jesus H Christ on a popsicle stick.

[Ron Paul @RonPaul]

I'd be happy to talk with you about it, Elon.

[Contrahour @Contrahour]

@profplum99 Really? There are 8 billion people on earth. That's up from 5 billion 30 years ago and 10 billion expected in 2050. The idea that any of this is a problem is absurd. It's akin to the Malthusian claim that we will all starve.

[Contrahour @Contrahour]

@Sarah_Katilyn Me this morning

[Contrahour @Contrahour]

@RobotEars5 I still have an AOL email address. It's great! 😅

[Contrahour @Contrahour]

@america You are easily offended.

https://t.co/scPEDQKlFO

[The Lincoln Project @ProjectLincoln]

“It’s the people that surround her, they’re scum and they want to take down our country. They are absolute garbage.”

- Donald Trump, 9/7/24

[Contrahour @Contrahour]

@elonmusk Why are you so easily offended?

[Contrahour @Contrahour]

The only thing we should be voting for next week is how long to lock this guy up.

[Josh Boswell @JoshTBoswell]

Donald Trump jumped on a blonde, 6'1" model and groped her while she tried to fight him off at a beauty pageant in 1993, the woman told me.

She also said Trump was working with Jeffrey Epstein to recruit young women for his parties at Mar-a-Lago.

1/x

[Contrahour @Contrahour]

@lifeisterrible From the trailer of a low budget horror movie, right?

[@eliothiggins.bsky.social @EliotHiggins]

Watching this clip I'm yet again reminded of this Frank Zappa clip where he talks about America's path to a fascist theocracy.